Office Announcements

All our offices will be closed on Monday, September 7, 2026 in honor of Labor Day.

Final Call for Tax Paperwork

If your return is on extension and we have not yet received all of your tax paperwork, please submit it as soon as possible. We cannot guarantee that returns with outstanding paperwork will be completed and filed by the applicable filing deadline.

Estimated Tax Payments Due September 15

Estimated payments are recommended based on information supplied during the preparation of 2025 tax returns. Accurate 2026 estimated payments are necessary to avoid future interest and penalties. If you are unsure if you were advised to make estimated payments please review the filing instructions included with your 2025 tax return or contact our office.

To Make Payments

• Mail check along with payment voucher(s) included with your tax return.
• To make an electronic payment to the IRS https://www.irs.gov/payments
• To make an electronic payment to NYS https://www.tax.ny.gov/pay/ind/pay-estimated-tax.htm

Stay Connected with Allied

To make sure you don’t miss a call from us, we suggest adding Allied to your contacts. Many mobile carriers are increasing call screening, which can sometimes filter or silence legitimate calls.

All our offices will be closing at 12:00 on Fridays through September 4th as a gesture of appreciation for our hardworking team.

Your continued support makes it possible for

us to reward their dedication.

Electronic Document Policy

Keeping Your Information Safe

As technology and cybersecurity risks continue to evolve, we will no longer accept files provided on thumb drives or USB devices. To help protect both our systems and your personal information, we encourage clients to submit tax documents electronically through our secure portal whenever possible. Our portal offers a safe, convenient way to upload documents and access important information. If you need assistance accessing your portal, or if you do not currently have a portal and would like one set up, please contact our office—we’re happy to help.

Webinar: September 16 @ 6:00 PM

Essentials of Private Real Estate

Join Allied Financial Services for “Essentials of Private Real Estate,” presented by Patrick M. Quinlivan, Principal at Blackstone Private Wealth.

This informative presentation provides education on the investment opportunity in private commercial real estate across a wide range of assets from warehouses and multifamily housing, to data centers, to office, hotel and retail. This material will cover ‘What is Private Real Estate’, ‘Why Allocate to Private Real Estate’, and ‘How to Access Private Real Estate Today’.

Webinar: October 6 @ 6:00 PM

Medicare Unpacked: Your 2027 Update

Get ready to unpack Medicare for 2027! Medicare Unpacked will break down the basics, explore what’s new for 2027, and help you prepare for the Annual Enrollment Period with greater confidence.

Come get informed, ask questions, and make sure you’re ready for the journey ahead!

The Junk Drawer Approach to Investing (video)

On-Going Community Support at Allied

At Allied, we believe in giving back, and we're proud to make a difference through our ongoing support of local initiatives. Sponsorships we will be providing this month include:

• Livingston County Farm Fest
• Lollypop Farm Barktoberfest
• Perry Veterinary Clinic Dairy Producer Appreciation Day

These contributions are made possible by the trust and support of our clients. Thank you for helping us create a lasting positive impact in the communities we serve. We’re grateful for your partnership, and we look forward to continuing to support initiatives that drive meaningful change.

Let's Keep In Touch...

Connect with us on social media:

We are constantly sharing educational insights, exciting firm updates, and other noteworthy news on our Facebook and LinkedIn pages. Don't miss out—follow us today to stay in the loop!

Make a Payment Online

Payments to Allied CPAs, PC can be made online at www.alliedcpa.com. Look for Make A Payment on the top right corner of our website. Allied CPAs accepts Mastercard, VISA and Discover. Please note: Electronic payments cannot be accepted for financial planning or investment services.

Contact Our Office



Buffalo | (716) 694-0336

Perry | (585) 237-3887

Rochester | (585) 410-6733

alliedcpa.com

alliedfinancialservices.com

Privacy policies for Allied CPAs PC and Allied Financial Services, Inc. can be viewed on their respective websites.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

To be eligible for the Rochester Chamber Top 100, businesses must be privately held, headquartered in the nine-county Rochester region, and have earned at least $1 million in revenue in each of the three most recent fiscal years. The Rochester Chamber Top 100 is computed based on revenue growth, taking into account both dollar and percentage growth.

2025 Rochester Democrat and Chronicle Top Workplace is awarded by Energage. The survey participation rate and number of people employed at the time are factors in the rating criteria. No fees were paid for participation; however, promotional items may be purchased by the recipient. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. The Rochester Democrat and Chronicle Top Workplace award should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. For more information, please visit https://lnkd.in/eNrf3Umf.

Top Workplaces Award is given based on employee survey results.